KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$2.74M
3
+$1.22M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$339K
5
META icon
Meta Platforms (Facebook)
META
+$260K

Top Sells

1
+$2.32M
2
+$2.24M
3
+$2.2M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.85M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.48M

Sector Composition

1 Financials 5.02%
2 Industrials 4.68%
3 Healthcare 4.52%
4 Technology 4.31%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$336K 0.1%
5,856
+832
127
$333K 0.1%
2,486
-5
128
$331K 0.1%
39,015
+6,219
129
$329K 0.1%
3,173
+796
130
$324K 0.1%
3,602
-29
131
$323K 0.09%
4,467
-12
132
$323K 0.09%
3,470
+461
133
$321K 0.09%
932
+117
134
$316K 0.09%
8,326
+786
135
$310K 0.09%
44,481
-278
136
$308K 0.09%
3,093
-23,279
137
$308K 0.09%
2,751
+160
138
$305K 0.09%
10,970
+3,330
139
$304K 0.09%
14,589
+2,534
140
$303K 0.09%
10,602
+242
141
$301K 0.09%
1,177
-25
142
$301K 0.09%
9,691
+3,292
143
$298K 0.09%
6,563
+755
144
$292K 0.09%
1,276
+145
145
$292K 0.09%
4,838
+505
146
$290K 0.09%
7,480
+1,135
147
$289K 0.08%
9,170
+990
148
$288K 0.08%
84,093
+22,121
149
$280K 0.08%
27,833
+4,761
150
$268K 0.08%
9,413
+1,217
4 5
6
7 8